+25.7%
LIN vs PSX
+85.2%
-59.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.2% |
| 7D | +0.2% | -13.1% | +13.3% | -0.3% |
| 30D | +6.5% | -9.5% | +16.0% | +6.1% |
| 3M | +5.5% | +20.2% | -14.7% | +6.0% |
| 6M | +3.3% | +44.9% | -41.6% | +4.0% |
| YTD | +22.0% | +94.4% | -72.4% | +21.3% |
| 1Y | +25.7% | +83.1% | -57.3% | +23.5% |
| All | +25.7% | +85.2% | -59.4% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling